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  1. Report Templates | Copy - Client to practice, or client to client

    60 votes

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    25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, back again to share progress on the idea from my lat update. As mentioned our product team are now in the process of developing a way to make reports that've been customised within a clients org available to include in Adviser packs.

    I'll keep you in the loop of this feature and when you can start making use of it, here!

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    Kimberly Blase commented  · 

    Would allow us functionality without having to invite staff into more practises.

    Kimberly Blase supported this idea  · 

  2. Xero HQ - Transfer/copy reports between practices & organisations

    205 votes

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    59 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.

    Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.

    We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.

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    Kimberly Blase commented  · 

    This would be such a time saver.

    Kimberly Blase supported this idea  ·